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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,536 | $160,028+25.3% | $147,080+36.3% | $145,884+37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 98.60%-80.9pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,973 | $8,422-40.9% | $8,066-38.3% | $6,690-25.7% |
| Admin fee / account holder | $915 | $15,030-93.9% | $12,989-93.0% | $13,392-93.2% |